Holdings of Ariose Capital Management Ltd
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 97.9 % of the equity sleeve
Sector breakdown
- Technology 24.6 %
- Unattributed 75.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 85.3 %
- KY 10.1 %
- FI 4.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 9 | 88.3M $ | 85.30 % |
| 2 | KY | 2 | 10.4M $ | 10.06 % |
| 3 | FI | 1 | 4.8M $ | 4.65 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | AXT Inc | 685,524 | 39.1M $ | |
| 2 | Corning Inc | 126,729 | 17.2M $ | |
| 3 | Vicor Corp | 72,788 | 11.7M $ | |
| 4 | Daqo New Energy Corp | 457,155 | 9.7M $ | |
| 5 | Applied Optoelectronics Inc | 104,000 | 8.8M $ | |
| 6 | Nokia Oyj | 598,086 | 4.8M $ | |
| 7 | Global X Uranium ETF | 76,900 | 3.7M $ | |
| 8 | JOYY Inc | 42,677 | 2.5M $ | |
| 9 | Lumentum Holdings Inc | 2,784 | 2M $ | |
| 10 | Sprott Funds Trust | 29,040 | 1.8M $ | |
| 11 | NVIDIA Corp | 8,400 | 1.5M $ | |
| 12 | Yalla Group Ltd | 109,934 | 684.9K $ |